TMCnet Feature
September 27, 2022

How to Customize Netsuite for Your Business

Netsuite is a powerful, flexible CRM tool that can be customized to fit the needs of any business. Keep reading to learn how to customize Netsuite for your business.

What is NetSuite (News - Alert)?

NetSuite is a cloud-based business management software suite that provides all the functionality needed to run a business, including accounting, customer relationship management (CRM), and eCommerce. It was one of the first cloud-based enterprise resource planning (ERP) software suites, and it remains one of the most popular. It integrates with various other software programs, including third-party accounting software, to provide a comprehensive view of a business's operations. NetSuite is a subscription service, and pricing is based on the number of users and the features and modules a business needs.

A free trial is available, so businesses can test it out to see if it's a good fit. There are three main ways to customize Netsuite implementation for your business: modifying the user interface (UI), developing custom applications, and integrating with other software platforms.

How do you modify the user interface (UI)?

One of the ways to customize Netsuite for your business is by modifying the user interface (UI). The UI can be customized to match the branding of your business and to make it easier for employees to find the information they need. One way to customize the UI is by modifying the global header and footer. The global header and footer appear at the top and bottom of every page in Netsuite, so it's a great place to add your company logo and branding. You can also add links to your company website and other important pages.

You can also customize the navigation bar at the top of the screen. The navigation bar contains a list of the different modules in Netsuite, so you can easily find the module you need. You can add or remove modules or change the order of the modules. The layout of the pages can also be customized. Netsuite also offers several different templates that you can use to create your custom pages. You can create pages for your customers, employees, or partners. You can also create pages for specific modules, such as the accounting module or the customer service module.

How do you develop custom applications?

Custom applications can be developed to meet specific needs that aren't covered by the standard Netsuite features. Some companies may need a custom application to manage their business process, while others may need a custom interface to interact with their customers or suppliers. Whatever the need, a custom application can be developed to fill the gap. The development process for a custom application begins with understanding the business requirements.

The application must be tailored to meet the company's specific needs, so it's essential to have a clear understanding. Once the requirements are documented, the development team can start building the application.

How do you integrate with other software platforms?

Netsuite's integration capabilities allow you to share data between Netsuite and other systems used by your company, such as inventory management or CRM software. Some examples of the transmitted data sent to inventory management include tracking inventory levels and stock status, generating purchase orders and received goods, creating and managing production schedules, managing inventory costs and profits, and producing detailed inventory reports. Some shared data from CRM software include accounts and contacts, leads, opportunities, products, quotes, invoices and payments, and shipments and returns.

The purpose of CRM software is to manage and track customer interactions and data, so it makes sense that a variety of different data would be shared with the software. Accounts and contacts, in particular, are essential to track because they can provide a history of interactions with a customer. Leads, opportunities, products, quotes, invoices and payments, and shipments and returns are all essential to track because they can provide insights into customer behavior and what is working and what isn't regarding sales and marketing.

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